Fund HoldingsTWIN CITY PRIVATE WEALTH, LLC

Total Portfolio Value
$113.10M
Total Bought
$10.25M
Total Sold
$11.03M
Net Transaction
-$781.5K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACKROCK INC(BLK)02,212+2,21202,2672.00%+2,267
BECTON DICKINSON & CO(BDX)2,41111,508+9,0975812,6112.31%+2,029
JPMORGAN CHASE & CO.(JPM)18,88818,769-1193,9834,4993.98%+517
APPLIED MATLS INC02,824+2,82404590.41%+459
WELLS FARGO CO NEW(WFC)51,91147,062-4,8492,9323,3062.92%+373
ENTERGY CORP NEW(ETR)14,16829,331+15,1631,8652,2241.97%+359
ALPHABET INC(GOOG)011,722+11,72202,2191.96%+2,219
DISNEY WALT CO(DIS)8,57510,153+1,5788251,1351.00%+310
APPLE INC(AAPL)1,0041,974+9702344940.44%+260
SCHWAB CHARLES CORP(SCHW)032,577+32,57702,4112.13%+2,411
SALESFORCE INC(CRM)3,2243,321+978841,1120.98%+228
BOOKING HOLDINGS INC(BKNG)602556-462,5372,7622.44%+225
META PLATFORMS INC(META)5,4395,689+2503,1143,3312.94%+217
ENBRIDGE INC(ENB)54,18456,970+2,7862,2002,4172.14%+217
PHILIP MORRIS INTL INC(PM)22,95624,927+1,9712,8183,0332.68%+216
UNILEVER PLC(UL)10,65115,809+5,1586928960.79%+204
MASTERCARD INCORPORATED(MA)2,8652,968+1031,4151,5631.38%+148
BANK NEW YORK MELLON CORP7,1658,359+1,1945156420.57%+127
FISERV INC(FISV)3,3993,484+856117160.63%+105
BERKSHIRE HATHAWAY INC DEL5,4255,740+3152,4972,6022.30%+105
AUTODESK INC2,6702,771+1017368190.72%+83
COMCAST CORP NEW(CCZ)70,83480,985+10,1512,9593,0392.69%+81
CARMAX INC(KMX)21,42221,190-2321,6581,7321.53%+75
BANK AMERICA CORP11,10511,642+5374415120.45%+71
TRUIST FINL CORP(TFC)35,65036,476+8261,5251,5821.40%+58
NVIDIA CORPORATION(NVDA)3,5623,56204334780.42%+46
VISA INC(V)6,7976,024-7731,8691,9041.68%+35
TAIWAN SEMICONDUCTOR MFG LTD(TSM)9,9718,927-1,0441,7381,7691.56%+31
WEC ENERGY GROUP INC(WEC)11,15311,711+5581,0731,1010.97%+29
VANGUARD INDEX FDS1,7091,719+109049260.82%+22
ADOBE INC(ADBE)1,6121,919+3078358530.75%+19
VEEVA SYS INC(VEEV)1,9782,036+584154280.38%+13
EBAY INC.(EBAY)10,04710,654+6076546600.58%+6
PLAINS GP HLDGS L P(PAGP)27,05627,392+3365015030.45%+3
RTX CORPORATION(RTX)1,9502,043+932362360.21%0
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
10-100-0
MCKESSON CORP(MCK)1,2761,102-1746326290.56%-3
AMAZON COM INC(AMZN)12,55010,631-1,9192,3382,3322.06%-6
CHECK POINT SOFTWARE TECH LT
ORD
5,5945,744+1501,0791,0720.95%-6
ISHARES TR496389-10746350.03%-12
ISHARES TR488382-10647350.03%-12
ISHARES TR418257-16128160.01%-13
ISHARES TR
INTL DIV GRWTH
2060-206150-15
VANGUARD INDEX FDS760-76190-19
ISHARES TR
0-5YR HI YL CP
01,966+1,9660840.07%+84
VANGUARD INDEX FDS1130-113190-19
ECOLAB INC(ECL)1,5831,644+614053860.34%-19
FIRST TR MORNINGSTAR DIVID L6,2015,971-2302602400.21%-20
FIRST TR EXCHANGE-TRADED FD3,2743,157-1172972770.25%-20
CONOCOPHILLIPS(COP)7,3417,591+2507737530.67%-20
ALTRIA GROUP INC(MO)8,3667,775-5914364140.37%-21
ISHARES TR
HIGH YLD SYSTM B
1,8851,472-41391690.06%-21
PEPSICO INC(PEP)2,0612,101+403513220.28%-28
STARBUCKS CORP(SBUX)25,79427,214+1,4202,5152,4832.20%-31
VANGUARD INDEX FDS972814-1582311960.17%-36
ISHARES TR3,8033,177-6262001640.15%-36
ISHARES TR
INVT GRAD SY ETF
4,2843,623-6611991610.14%-38
VANGUARD BD INDEX FDS2,7492,431-3182071660.15%-40
SANOFI(SNY)10,64211,831+1,1896135710.50%-43
VANGUARD INTL EQUITY INDEX F7,3236,952-3713503060.27%-44
ANALOG DEVICES INC(ADI)3,8053,912+1078768310.73%-45
AIR PRODS & CHEMS INC7,8877,936+492,3482,3022.04%-47
CENCORA INC3,7583,519-2398467910.70%-55
FIDELITY NATL INFORMATION SV(FIS)12,40712,136-2711,0399800.87%-59
ISHARES TR
FALN ANGLS USD
9,6767,652-2,0242652040.18%-60
MICROSOFT CORP(MSFT)6,6666,655-112,8692,8052.48%-64
QUALCOMM INC(QCOM)4,8424,909+678237540.67%-69
GENERAL DYNAMICS CORP(GD)2,3882,460+727226480.57%-74
VANGUARD BD INDEX FDS5,3324,455-8774203440.30%-75
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
8,8507,434-1,4164453650.32%-80
MEDTRONIC PLC(MDT)26,07928,360+2,2812,3662,2852.02%-81
UNITEDHEALTH GROUP INC(UNH)1,2681,293+257416540.58%-87
NOVARTIS AG(NVS)7,1847,584+4008267380.65%-88
DIAGEO PLC(DEO)7,9978,251+2541,1421,0490.93%-93
ORACLE CORP(ORCL)10,84810,523-3251,8481,7531.55%-95
TEXAS INSTRS INC(TXN)5,1645,177+131,0679710.86%-96
GSK PLC(GSK)40,34345,760+5,4171,6651,5631.38%-102
VANGUARD INDEX FDS4,6014,102-4998036950.61%-109
VANGUARD BD INDEX FDS3,5282,215-1,3132761650.15%-111
VANGUARD INDEX FDS2,5192,063-4569678470.75%-120
VERIZON COMMUNICATIONS INC(VZ)25,92525,683-2421,1641,0270.91%-137
ALPHABET INC(GOOG)7,5495,896-1,6531,2621,1230.99%-139
LLOYDS BANKING GROUP PLC(LYG)355,565356,516+9511,1099700.86%-140
VANGUARD TAX-MANAGED FDS18,95117,415-1,5361,0018330.74%-168
LAMAR ADVERTISING CO NEW(LAMR)17,38817,630+2422,3232,1461.90%-177
ISHARES TR
BROAD USD HIGH
5,4140-5,4142040-204
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
4,4650-4,4652110-211
EXXON MOBIL CORP22,05122,043-82,5852,3712.10%-214
ISHARES TR
TRS FLT RT BD
6,7522,385-4,3673421200.11%-221
AMERICAN TOWER CORP NEW(AMT)7,3548,015+6611,7101,4831.31%-227
LOCKHEED MARTIN CORP(LMT)4000-4002340-234
OMNICOM GROUP INC(OMC)18,50219,510+1,0081,9261,6921.50%-235
PFIZER INC(PFE)45,29240,132-5,1601,3111,0650.94%-246
UNITED PARCEL SERVICE INC(UPS)10,5569,305-1,2511,4391,1731.04%-266
IQVIA HLDGS INC(IQV)7,1477,163+161,6941,4081.24%-286
COCA COLA CO(KO)22,88821,808-1,0801,6561,3581.20%-298
ELEVANCE HEALTH INC(ELV)3,5324,141+6091,8361,5281.35%-309
DUKE ENERGY CORP NEW(DUK)15,40513,325-2,0801,7761,4361.27%-341
GENUINE PARTS CO(GPC)11,92511,326-5991,6781,3341.18%-343
AMGEN INC(AMGN)4,7564,522-2341,5321,1791.04%-354
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